What effect do you think Lemtrada will have on the MS market? I could see it impacting Rebif and Avonex sales to some extent.
On a relative basis, I think Lemtrada will affect Tysabri more than any other MS drug; however, Tysabri’s market share is pretty small, so on an absolute basis, Lemtrada will probably have a larger impact on Rebif, Avonex, and Copaxone.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”